In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
Are you ready to unlock the power of data for your RIA?... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
